Bank of Montreal’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $434M | Sell |
4,670,849
-1,610,642
| -26% | -$143M | 0.16% | 110 |
|
|
2025
Q4 | $504M | Buy |
6,281,491
+1,021,863
| +19% | +$84.6M | 0.17% | 97 |
|
|
2025
Q3 | $397M | Buy |
5,259,628
+216,176
| +4% | +$15.8M | 0.15% | 111 |
|
|
2025
Q2 | $350M | Sell |
5,043,452
-429,503
| -8% | -$29.8M | 0.16% | 109 |
|
|
2025
Q1 | $388M | Sell |
5,472,955
-720,720
| -12% | -$50.9M | 0.19% | 96 |
|
|
2024
Q4 | $444M | Buy |
6,193,675
+423,084
| +7% | +$32.9M | 0.21% | 91 |
|
|
2024
Q3 | $488M | Sell |
5,770,591
-97,773
| -2% | -$7.63M | 0.21% | 87 |
|
|
2024
Q2 | $430M | Buy |
5,868,364
+752,151
| +15% | +$53.4M | 0.12% | 99 |
|
|
2024
Q1 | $326M | Buy |
5,116,213
+361,550
| +8% | +$21.2M | 0.1% | 122 |
|
|
2023
Q4 | $290M | Buy |
4,754,663
+852,032
| +22% | +$48.6M | 0.09% | 129 |
|
|
2023
Q3 | $270M | Buy |
3,902,631
+39,294
| +1% | +$2.72M | 0.09% | 127 |
|
|
2023
Q2 | $294M | Buy |
3,863,337
+41,052
| +1% | +$3.11M | 0.1% | 114 |
|
|
2023
Q1 | $295M | Sell |
3,822,285
-774,826
| -17% | -$59.6M | 0.12% | 106 |
|
|
2022
Q4 | $388M | Buy |
4,597,111
+444,982
| +11% | +$35.9M | 0.17% | 87 |
|
|
2022
Q3 | $332K | Sell |
4,152,129
-702,716
| -14% | -$59.6M | 0.14% | 95 |
|
|
2022
Q2 | $392K | Sell |
4,854,845
-119,437
| -2% | -$9.09M | 0.18% | 94 |
|
|
2022
Q1 | $426M | Sell |
4,974,282
-1,586,417
| -24% | -$127M | 0.21% | 90 |
|
|
2021
Q4 | $609M | Buy |
6,560,699
+599,457
| +10% | +$51.8M | 0.32% | 71 |
|
|
2021
Q3 | $513M | Buy |
5,961,242
+827,814
| +16% | +$66.8M | 0.23% | 80 |
|
|
2021
Q2 | $385M | Buy |
5,133,428
+1,402,400
| +38% | +$105M | 0.19% | 99 |
|
|
2021
Q1 | $290M | Buy |
3,731,028
+179,291
| +5% | +$14M | 0.19% | 103 |
|
|
2020
Q4 | $283M | Buy |
3,551,737
+754,349
| +27% | +$56.4M | 0.19% | 103 |
|
|
2020
Q3 | $203M | Sell |
2,797,388
-134,844
| -5% | -$9.31M | 0.17% | 120 |
|
|
2020
Q2 | $185M | Buy |
2,932,232
+381,448
| +15% | +$22.8M | 0.17% | 113 |
|
|
2020
Q1 | $144M | Sell |
2,550,784
-90,900
| -3% | -$5.71M | 0.17% | 120 |
|
|
2019
Q4 | $160M | Sell |
2,641,684
-50,136
| -2% | -$2.93M | 0.12% | 161 |
|
|
2019
Q3 | $157M | Sell |
2,691,820
-3,252
| -0.1% | -$176K | 0.14% | 139 |
|
|
2019
Q2 | $138M | Buy |
2,695,072
+337,196
| +14% | +$16.6M | 0.12% | 156 |
|
|
2019
Q1 | $114M | Sell |
2,357,876
-53,776
| -2% | -$2.46M | 0.1% | 184 |
|
|
2018
Q4 | $105M | Sell |
2,411,652
-92,556
| -4% | -$4.05M | 0.1% | 183 |
|
|
2018
Q3 | $105M | Buy |
2,504,208
+296,020
| +13% | +$12.6M | 0.08% | 226 |
|
|
2018
Q2 | $92.2M | Sell |
2,208,188
-525,176
| -19% | -$21.2M | 0.08% | 239 |
|
|
2018
Q1 | $112M | Sell |
2,733,364
-278,456
| -9% | -$10.7M | 0.1% | 207 |
|
|
2017
Q4 | $118M | Buy |
3,011,820
+632,348
| +27% | +$24.4M | 0.1% | 197 |
|
|
2017
Q3 | $87.2M | Sell |
2,379,472
-6,960
| -0.3% | -$255K | 0.08% | 225 |
|
|
2017
Q2 | $83.6M | Buy |
+2,386,432
| New | +$81.6M | 0.08% | 223 |
|
|
2017
Q1 | – | Sell |
-1,943,216
| Closed | -$55.5M | – | 4125 |
|
|
2016
Q4 | $55.5M | Sell |
1,943,216
-55,192
| -3% | -$1.65M | 0.06% | 275 |
|
|
2016
Q3 | $61.1M | Buy |
1,998,408
+130,396
| +7% | +$4.11M | 0.07% | 241 |
|
|
2016
Q2 | $60.9M | Buy |
1,868,012
+263,712
| +16% | +$7.92M | 0.07% | 241 |
|
|
2016
Q1 | $47.5M | Sell |
1,604,300
-30,844
| -2% | -$866K | 0.05% | 251 |
|
|
2015
Q4 | $42.5M | Buy |
1,635,144
+250,224
| +18% | +$6.33M | 0.05% | 287 |
|
|
2015
Q3 | $33.8M | Buy |
1,384,920
+19,372
| +1% | +$493K | 0.05% | 327 |
|
|
2015
Q2 | $33.5M | Sell |
1,365,548
-20,876
| -2% | -$531K | 0.04% | 371 |
|
|
2015
Q1 | $36.1M | Buy |
1,386,424
+19,904
| +1% | +$525K | 0.04% | 346 |
|
|
2014
Q4 | $36.3M | Buy |
1,366,520
+403,620
| +42% | +$10.2M | 0.04% | 337 |
|
|
2014
Q3 | $22.6M | Buy |
962,900
+12,212
| +1% | +$295K | 0.03% | 462 |
|
|
2014
Q2 | $24.4M | Buy |
950,688
+100,504
| +12% | +$2.44M | 0.03% | 421 |
|
|
2014
Q1 | $20.3M | Sell |
850,184
-160,060
| -16% | -$3.63M | 0.03% | 427 |
|
|
2013
Q4 | $21.6M | Buy |
1,010,244
+65,732
| +7% | +$1.39M | 0.03% | 364 |
|
|
2013
Q3 | $18.9M | Buy |
944,512
+41,196
| +5% | +$850K | 0.03% | 356 |
|
|
2013
Q2 | $18.4M | Buy |
+903,316
| New | +$17.9M | 0.03% | 329 |
|
Other funds holding NEE
VCM
VPM
Bank of Montreal's NEE Position: Q1 2026 in Review
Bank of Montreal reduced its NextEra Energy (NEE) stake by 26% in Q1 2026, selling an estimated $143M and leaving 4,670,849 shares worth $434M. The position accounts for 0.16% of the portfolio, ranked #110.
Bank of Montreal first reported a position in NEE in Q2 2013 and has held it in 51 quarters since. The position peaked at $609M in Q4 2021. 3,032 funds tracked by Wall St. Rank hold NEE as of Q1 2026.
- Bank of Montreal held 4,670,849 shares of NextEra Energy worth $434M as of Q1 2026.
- Bank of Montreal sold 1,610,642 NextEra Energy shares in Q1 2026, an estimated $143M.
- NextEra Energy made up 0.16% of Bank of Montreal's portfolio in Q1 2026, its #110 holding.
- Bank of Montreal first reported a position in NextEra Energy in Q2 2013 and has held it in 51 quarters since.
- Bank of Montreal's NextEra Energy position peaked at $609M in Q4 2021.
- 3,032 funds tracked by Wall St. Rank held NextEra Energy as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.